Oil Surge: Tankers Flock to Gulf of America as Hormuz Blockade Reroutes Global Supply

President Donald Trump announced that “massive numbers” of “completely” empty oil tankers were heading to the U.S. to “load up” with oil and gas.

“The biggest power move in global economic history” is underway.

Checkmate.

Imtiaz Mahmood: 

In just one week, President Trump has pulled off what others couldn’t in decades: secured the Strait of Hormuz, safeguarding 20% of the world’s oil supply; forged stronger ties with Persian Gulf nations standing united against Iran; crippled BRICS momentum; shattered Lloyd’s of London’s 300-year dominance over global maritime insurance by stepping in with U.S.-backed guarantees; and squeezed China’s energy lifeline hard.

China’s scrambling. The UK is on the sidelines watching its influence fade. Iran’s regime is cornered and reeling. America is roaring back—fierce, unstoppable, and firmly in command.

This is leadership and strategic genius on a historic scale.

As of April 2026, massive numbers of empty oil tankers are rushing to U.S. Gulf Coast ports to load, driven by a 7% surge in oil prices following a U.S. blockade of the Strait of Hormuz. This shift, noted by Trump on Truth Social and reports by Komo News…, sees tankers redirecting from the Middle East to take advantage of high demand for American crude.

Key Developments in Tanker Traffic & Conflict:

• U.S. Gulf Rush: Empty tankers are heading to the U.S. to “load up” with oil and gas.
• Strait of Hormuz Blockade: A U.S.-led blockade of the Strait of Hormuz has stalled shipments, with over 1,000 vessels waiting in the region.
• Conflict and Seizures: Over 500 tankers have been targeted in the conflict between the US, Israel, and Iran, and oil tankers have been seized in the region.
• Shifting Routes: Despite tensions, some Chinese vessels have exited the Persian Gulf through the Strait of Hormuz, reported by the Wall Street Journal.
  This influx of demand for US oil has boosted the outlook for energy companies like Chevron (CVX), ExxonMobil (XOM), and ConocoPhillips (COP).

Maria Bartiromo: You said the other day that any country that supports Iran or sends military equipment to Iran would face a 50% tariff on their products. Were you referring to China?

Trump: Yes, China and potentially others. But specifically, yes, China is included.

I’ve heard reports — and I don’t always trust news reports — claiming that China giving shoulder-fired anti-aircraft missiles. I’m not sure that’s accurate.

I doubt they would do that. Maybe they did a little bit at the beginning.

But if we catch any country, including China, providing military equipment to Iran, they will face a 50% tariff.

AUTHOR

Pamela Geller

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